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iShares S&P Mid-Cap 400 Growth ETF

845 hedge funds and large institutions have $5.92B invested in iShares S&P Mid-Cap 400 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 249 increasing their positions, 263 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
845
Holders Change
-48
Holders Change %
-5.38%
% of All Funds
11.48%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
42
Increased
249
Reduced
263
Closed
74
Calls
$83K
Puts
$57K
Net Calls
+$26K
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$17.7M +$152K +1,824 +0.9%
Lido Advisors
52
Lido Advisors
California
$16.8M -$6.14M -73,736 -27%
Creative Planning
53
Creative Planning
Kansas
$16.4M +$446K +5,358 +3%
CCWM
54
Cassaday & Co Wealth Management
Virginia
$16.3M +$1.2M +14,361 +8%
SL
55
Salomon & Ludwin
Virginia
$16.1M -$496K -5,959 -3%
HCM
56
Hudson Capital Management
New Jersey
$15.4M +$277K +3,326 +2%
SFP
57
Sterling Financial Planning
New Jersey
$14.5M +$693K +8,324 +5%
1IA
58
1834 Investment Advisors
Wisconsin
$14.5M -$992K -11,915 -6%
Comerica Bank
59
Comerica Bank
Texas
$14.3M +$110K +1,318 +0.8%
IWC
60
Integrated Wealth Concepts
Massachusetts
$13.5M -$61.8K -742 -0.5%
Osaic Holdings
61
Osaic Holdings
Arizona
$13.3M -$38.5K -462 -0.3%
TYCC
62
Texas Yale Capital Corp
Florida
$13.3M
KAS
63
Kestra Advisory Services
Texas
$13.2M -$284K -3,407 -2%
FMC
64
First Merchants Corp
Indiana
$12.2M -$105K -1,259 -0.9%
WA
65
Waverly Advisors
Alabama
$12.1M +$217K +2,608 +2%
GIA
66
GHP Investment Advisors
Colorado
$12M -$226K -2,713 -2%
IFS
67
Ifrah Financial Services
Arkansas
$11.9M -$271K -3,257 -2%
CFB
68
Cullen/Frost Bankers
Texas
$11.9M -$223K -2,674 -2%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$11.6M -$320K -3,846 -3%
BEC
70
Blue Edge Capital
Virginia
$11.3M -$2.16M -25,908 -16%
SWA
71
SOA Wealth Advisors
New York
$10.2M +$230K +2,762 +2%
ATC
72
Argent Trust Co
Tennessee
$10.1M +$3.22M +38,689 +47%
US Bancorp
73
US Bancorp
Minnesota
$9.84M -$277K -3,329 -3%
MGIA
74
Moneta Group Investment Advisors
Missouri
$9.66M +$96.4K +1,157 +1%
Citigroup
75
Citigroup
New York
$8.96M +$115K +1,375 +1%